Alpharetta, GA Lakeview Parkway Office

Thomas Gay is a financial advisor with Merit Financial Advisors, holding a Series 66 designation and 27 years of industry experience. His prior roles include positions at Dasher & Padgett Financial Advisors, Invest Financial Corp., and Purshe Kaplan Sterling Investments. He also serves as Secretary on the board of the Kiwanis Club of Dougherty County. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services emphasizing long-term, diversified portfolio strategies managed through centrally overseen models, allowing for advisor customization and utilizing both discretionary and non-discretionary authority.

John Richter Jr. is a financial advisor at Merit Financial Advisors with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Yeomans Consulting Group, Charles Schwab, and TD Ameritrade. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach based on centrally managed portfolios overseen by an internal Investment Management team.

Kelly Gallimore is a financial advisor with Merit Financial Advisors in Alpharetta, GA, holding a Series 65 designation and 14 years of industry experience. She has been with Merit Financial Advisors and Consilium Associates since 2015. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

James Russell is a financial advisor at Merit Financial Advisors with 29 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Allegiance Financial Group, LPL Financial, and PKS Investments. Outside of his advisory role, he is an equal partner in a real estate development company, JL3, LLC. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a central Investment Management team and Investment Committee, while offering customization options through various platforms.

Heather Douglass is a financial advisor with Merit Financial Advisors, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. She has worked at firms including Purshe Kaplan Sterling Investments and LPL Financial. Outside of her advisory work, she serves as Vice President of the Holman Place Subdivision Homeowners Association, a charitable nonprofit organization. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, with oversight by a central Investment Management team and an Investment Committee.

Adam Smith is a financial advisor at Merit Financial Advisors with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, LPL Financial, and Kalos Capital. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, businesses, retirement plan sponsors, charitable organizations, and institutions. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by an Investment Management team and Investment Committee, while allowing advisors to customize portfolios on various platforms.

Jennifer Keegan is a financial advisor at Merit Financial Advisors with 13 years of industry experience. She holds the Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and LPL Financial. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Amber Nguyen is a CFP® professional at Merit Financial Advisors with one year of industry experience. Prior to joining Merit Financial Advisors, she worked at Yeomans Consulting Group and Ronald Blue Trust. She has also held positions outside of financial services, including roles at Chick-fil-A and involvement with the University of Georgia and Georgia Military College. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving approximately 20,000 clients across 66 offices and managing about $23.9 billion in assets. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach supported by an internal Investment Management team and customizable model portfolios.

Andrew Lubben is a CFP® and Series 65 credentialed financial advisor with 23 years of industry experience. He has been with Merit Financial Advisors since 2015. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion across a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy utilizing model portfolios and customizable sleeves, supported by a centralized Investment Management team and Investment Committee.

Craig Anderson is a financial advisor at Merit Financial Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments and LPL Financial. Anderson is also an independent insurance agent, providing insurance advice alongside his advisory services. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, corporate clients, retirement plan sponsors, charitable organizations, and institutions. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a central Investment Management team and an Investment Committee.

Scott Meyer is a financial advisor with Merit Financial Advisors, holding a Series 66 designation and 18 years of industry experience. He has worked at Merit Financial Advisors since 2015 and was previously affiliated with LPL Financial and PKS Investments. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a long-term, diversified investment approach implemented through customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Layla Vanderslice is a financial advisor at Merit Financial Advisors in Alpharetta, GA, holding a Series 65 designation with two years of industry experience. Prior to joining Merit, she worked for Yeomans Consulting Group, Inc. and operated under her own name for 20 years. She is also a licensed insurance agent. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices and managing approximately $23.9 billion in assets. The firm provides comprehensive wealth-management services and employs a long-term, diversified investment approach supported by a centralized investment management team and customizable portfolio models.

Randall Yeomans is a financial advisor at Merit Financial Advisors with 42 years of industry experience. He has held roles at Sagepoint Financial, Inc. and previously operated Yeomans Consulting Group, Inc., where he offered financial and estate planning services and taught adult education classes on taxes, estate planning, and retirement planning. Yeomans is also involved in developing personal development coaching focused on lifestyle, health, and wellness. Merit Financial Advisors is a multi-team registered investment adviser serving over 20,000 clients across 66 offices. The firm offers coordinated wealth-management services with a focus on long-term, diversified portfolios managed through centrally overseen models and customized advisor strategies.

Kirk Wilkerson is a financial advisor at Merit Financial Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merit since 2015. Outside of advisory work, he is involved as a partner and general partner in real estate development and management ventures. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable sleeves, supported by an investment committee and centralized management.

Nicholas Moon is a financial advisor at Merit Financial Advisors in Alpharetta, GA, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments, Lifestyle Planning Solutions, LPL Financial, and Merit Financial Advisors since 2016. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base, including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies overseen by a central Investment Management team and Investment Committee.